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| Provider | Service type | Compensation |
|---|---|---|
SENTINEL PENSION ADVISORS6 years Service code 27 · EIN 04-3422848 | Advisory (Plan) | $7,900 |
TIAA4 years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,284 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,179 | $69,708+27.9% | $67,560+32.0% | $74,478+19.7% |
| Participation rate | 86.2% | 71.4%+14.8pp | 72.9%+13.3pp | 67.2%+19.0pp |
| Annual return | 12.53% | -40.67%+53.2pp | 3533.50%-3521.0pp | 1370.56%-1358.0pp |
| Employer contribution / active EE | $2,433 | $2,715-10.4% | $2,737-11.1% | $2,626-7.4% |
| Participant deferral / active EE | $4,682 | $3,637+28.7% | $4,004+16.9% | $4,350+7.6% |
| Admin fee / account holder | $23 | $887-97.4% | $3,994-99.4% | $1,946-98.8% |